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Livermore
Livermore
ZHEN

Arete Wealth Advisors, LLC

SEC CIK
0001600151
Latest filing
Aug 12, 2026

BA holding history

Boeing Co in every 13F filed by Arete Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BA overviewAll 13F holders of BAFull Q2 2026 holdings

Shares (Q2 2026)
14,300
Value
$3.10M
% of portfolio
0.2%
Quarters held
19
Since Q1 2021
Holdings of BA by Arete Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,300$3.10M0.2%+774+5.7%AddedHolders
Q1 202613,526$2.69M0.2%+3,220+31.2%AddedHolders
Q4 202510,306$2.24M0.2%+12+0.1%AddedHolders
Q3 202510,294$2.19M0.1%+1,966+23.6%AddedHolders
Q2 20258,328$1.75M0.1%−989−10.6%ReducedHolders
Q1 20259,317$1.59M0.1%−46−0.5%ReducedHolders
Q4 20249,363$1.66M0.1%+2,117+29.2%AddedHolders
Q3 20247,246$1.10M0.1%+7,246NewHolders
Q1 20240$00.0%−10,632−100.0%Sold outHolders
Q4 202310,632$2.76M0.2%+10,632NewHolders
Q3 20230$00.0%−10,220−100.0%Sold outHolders
Q2 202310,220$2.16M0.2%+453+4.6%AddedHolders
Q1 20239,767$2.08M0.2%+1,950+24.9%AddedHolders
Q4 20227,817$1.49M0.1%+1,762+29.1%AddedHolders
Q3 20226,055$733.0K0.1%+1,072+21.5%AddedHolders
Q2 20224,983$683.0K0.1%−939−15.9%ReducedHolders
Q1 20225,922$1.13M0.1%−9−0.2%ReducedHolders
Q4 20215,931$1.22M0.1%+299+5.3%AddedHolders
Q3 20215,632$1.24M0.1%+526+10.3%AddedHolders
Q2 20215,106$724.0K0.1%+112+2.2%AddedHolders
Q1 20214,994$1.27M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.